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Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

Senior Man Giving Credit Card Details On The Phone

Expert tips to help your clients avoid fraud

The IFB summit covered warning signs and prevention measures

Business people, entrepreneur, business, small business concept

Rethinking referral arrangements

Insights from a regulatory audit were shared at the Vantage Series

advisor client meeting

Providing bespoke advice in the face of automation

Speakers at the Vantage Series discussed adapting value propositions to clients' changing needs


Have you ever been trolled online?

Advisors weigh in


Client Confidential: Michael V. Smith

Money and relationship stress


Using social media to extend your reach

But be wary of your own power

The men and women go hand in hand on the arrow

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Banking on common ground

Sticky advice may have a lot to do with demographic similarities


Decoding your clients

How technology and genetics will impact financial planning

Close up of human hands using virtual panel

AMF, Finance Montréal create fintech research position

UQAM professor Richard Guay will chair the scientific committee

  • By: Staff
  • October 22, 2019 October 22, 2019
  • 13:01
Close up of senior woman on tablet

WealthBar scoops up financial planning software provider

WealthBar will invest in Snap Projections to grow the team

  • By: Staff
  • October 21, 2019 October 22, 2019
  • 11:26
Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

How to give advice that sticks

Start by tailoring your advice to your client's mindset

Cut a long story short

Craft a compelling narrative about yourself, and put it where everyone will see it

Assante launches online platform with WealthBar

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53

How Canadians feel about AI in financial services

A TD report breaks down the enthusiasm, and the unease

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

Client Confidential: Christine Sharma

A homeowner at 25

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.